Private Management Group Review


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Private Management Group, federally registered in 1986, is a Registered Investment Advisor (RIA) in 25 state(s) with a licensed staff of 16 advisors. Private Management Group manages $2.9 billion and provides investment advisory services for 2,607 clients (1:163 advisor/client ratio).

Private Management Group requires a $250,000 minimum investment.

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Managed Investing


Feature Value
Minimum Investment $250,000
Avg Account Balance $1,095,401
Hybrid Advisor No
Disciplinary History No
Total AUM $2.9 billion
Advisor / Client Ratio 1:163
Headquarters Irvine, CA
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